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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,710 | $108,922+52.1% | $100,398+65.1% | $145,978+13.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 34.53% | 58.04%-23.5pp | 49.32%-14.8pp | 550.52%-516.0pp |
| Employer contribution / active EE | $31,970 | $4,426+622.4% | $3,946+710.2% | $4,662+585.8% |
| Participant deferral / active EE | $15,137 | $8,450+79.1% | $8,084+87.2% | $6,690+126.3% |
| Admin fee / account holder | $220 | $9,680-97.7% | $7,893-97.2% | $13,400-98.4% |